by admin | Apr 18, 2013 | Archives
Brokers often sell their clients a new offering of a closed end fund. These are essentially mutual funds that have a limited number of shares which are not redeemed by the fund company but are sold like stocks on the secondary market. So, rather than redeeming your...
by admin | Mar 1, 2013 | Archives, Capstone, View on Market
by Ted Schwartz As we near new “all-time highs” for the Dow Jones average, the financial services community seems about to throw a party. I say leave the champagne on ice! I don’t want to be a curmudgeon, but….. The very lowest bar for any investor is the rate of...
by admin | Feb 11, 2013 | Archives, Capstone, Investing Fundamentals
By Ted Schwartz I am a long term believer that good investing is a balancing act of evaluating how much you expect to make from an investment and how much risk is involved in trying to make that return. I believe this is a dynamic and changing calculation. When...
by admin | Jan 18, 2013 | Archives, Capstone, Changing Times, Investing Fundamentals
By Ted Schwartz This week I met with two very bright individuals who parroted the CEO cry that we “need certainty” before the economy will improve and companies will hire people. At the same time, I am reading Taleb’s, Antifragile. His whole point would be that things...
by admin | Jan 3, 2013 | Archives, Capstone, Changing Times
By Ted Schwartz We begin the New Year with a market surge due to clearing the lowest hurdle imaginable. The “Cliff” agreement pleases almost nobody and solves almost nothing. Yet, the markets are right to rejoice this very small step. My belief is that the vote really...
by admin | Dec 26, 2012 | Archives, Capstone, Changing Times
By Ted Schwartz Well, it turns out the world did not end on December 21. Shocking, isn’t it? So, we have to look ahead to what we might expect in 2013. Dr. Doom here is actually mildly optimistic. We are not in the business of forecasting, but we think taking the...
